Nonprofit · EIN 47-2990914
UPSTREAM EDUCATION INC
Tax-exempt · BOULDER, CO 80302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,062,069 | $738,661 | $323,408 | $1,580,284 | $9,290 | $1,570,994 |
| December 31, 2024 | 990 | $831,353 | $471,816 | $359,537 | $1,253,236 | $5,650 | $1,247,586 |
| December 31, 2023 | 990 | $749,053 | $411,525 | $337,528 | $895,218 | $7,169 | $888,049 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $968,278
- Program service revenue
- $101,250
- Investment income
- -$7,459
- Net gain from sales of assets
- -$7,953
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $219,877
- Other salaries and wages
- $59,866
- Salaries, compensation and benefits (total)
- $312,481
- Professional fundraising fees
- $0
- Legal fees
- $20,525
- Accounting fees
- $12,876
- Travel
- $22,215
- Program services (functional)
- $628,597
- Management and general (functional)
- $83,311
- Fundraising (functional)
- $26,753
Balance sheet and other
- Total assets, start of year
- $1,253,236
- Total assets, end of year
- $1,580,284
- Total liabilities, end of year
- $9,290
- Net assets, end of year
- $1,570,994
- Net assets without donor restrictions
- $151,865
- Net assets with donor restrictions
- $1,419,129
- Gross receipts
- $1,262,039
- Employees
- 4
- Volunteers
- 6
- Year formed
- 2015
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TESSA ZIMMERMAN | Executive Dir. Officer | 40 | $110,309 |
| GINA LEACH | PROGRAMMING DIRECTOR | 40 | $109,568 |
| SUELLEN INWOOD | President Trustee or director | 1 | $0 |
| ERIN BOYD | BOARD MEMBER Trustee or director | 1 | $0 |
| TEJU RAVILOCHAN | Board Member Trustee or director | 1 | $0 |
| STEPHANIE RUDNICK | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TESSA ZIMMERMAN | Executive Dir. Officer | 40 | $101,883 |
| GINA LEACH | PROGRAMMING DIRECTOR | 40 | $96,283 |
| SUELLEN INWOOD | President Trustee or director | 1 | $0 |
| ERIN BOYD | BOARD MEMBER Trustee or director | 1 | $0 |
| TEJU RAVILOCHAN | Board Member Trustee or director | 1 | $0 |
| STEPHANIE RUDNICK | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINA LEACH | PROGRAMMING DIRECTOR | 40 | $83,568 |
| TESSA ZIMMERMAN | Executive Dir. Officer | 40 | $81,577 |
| SUELLEN INWOOD | President Trustee or director | 1 | $0 |
| ERIN BOYD | BOARD MEMBER Trustee or director | 1 | $0 |
| TEJU RAVILOCHAN | Board Member Trustee or director | 1 | $0 |
| STEPHANIE RUDNICK | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 824 WALNUT ST, BOULDER, CO 80302-5097
- In care of
- % HENRY WATERS & ASSOCIATES INC
- Mailing address (990-N for 2016)
- 3084 Palo Parkway, Boulder CO 80301
- Principal officer (990-N for 2016)
- Tessa Zimmerman, 22 Half Mile Common, Westport CT 06880
- Signed the 990
- TESSA ZIMMERMAN, Executive Director
- Phone
- (203) 644-3658
- Website
- www.asset-edu.org
- Return prepared by
- HENRY WATERS & ASSOCIATES INC
Mission
We are on a mission to make it as easy as possible to equip educators and students with tools they need to reduce anxiety, strengthen resilience, and increase wellbeing.
Program accomplishments
- Upstream grew to impact 82,000 students each week while continuing to offer its Mental Health Changemakers Fellowship and Student Task Force.Expenses $628,597 · grants $780,597 · revenue $101,250
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-2990914
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $1,580,284
- Income (IRS master file)
- $1,262,039
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,062,069 | $738,661 | $1,580,284 | IRS |
| 990 | December 2024 | $831,353 | $471,816 | $1,253,236 | IRS |
| 990 | December 2023 | $749,053 | $411,525 | $895,218 | XML |
| 990 | December 2022 | $399,042 | $424,330 | $565,499 | IRS |
| 990 | December 2021 | $569,910 | $336,164 | $582,321 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2016 Officer: Tessa Zimmerman | February 28, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2990914).
Questions about UPSTREAM EDUCATION INC
- What is the EIN of UPSTREAM EDUCATION INC?
- The employer identification number (EIN) of UPSTREAM EDUCATION INC is 47-2990914.
- Is UPSTREAM EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to UPSTREAM EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPSTREAM EDUCATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPSTREAM EDUCATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPSTREAM EDUCATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPSTREAM EDUCATION INC?
- The 990-N for 2016 names Tessa Zimmerman.
- Who are the officers and directors of UPSTREAM EDUCATION INC?
- The 990 for the year ended December 31, 2025 lists 6 people; 2 received compensation from the organization, the highest $110,309 (TESSA ZIMMERMAN, Executive Dir.).
- How much revenue does UPSTREAM EDUCATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,062,069, expenses of $738,661 and total assets of $1,580,284 at year end.
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